Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s OceanFirst Financial OCFC Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio OCFC Stock Details OCFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17,463
Closed -$315K – 2176
2026
Q1 		$315K Buy
17,463
+1,110
+7% +$20.4K ﹤0.01% 1859
2025
Q4 		$294K Buy
16,353
+278
+2% +$5.2K ﹤0.01% 1873
2025
Q3 		$282K Buy
16,075
+2,910
+22% +$52K ﹤0.01% 1919
2025
Q2 		$232K Hold
13,165
– – ﹤0.01% 1896
2025
Q1 		$224K Buy
+13,165
New +$234K ﹤0.01% 1854

Other funds holding OCFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's OCFC Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of OceanFirst Financial (OCFC) in Q2 2026, closing a stake of 17,463 shares — an estimated $315K sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in OCFC in Q1 2025 and held it in 5 quarters. The position peaked at $315K in Q1 2026. 133 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft reported no remaining OceanFirst Financial position as of Q2 2026 after selling out during the quarter.
  • Universal-Beteiligungs- und Servicegesellschaft sold 17,463 OceanFirst Financial shares in Q2 2026, an estimated $315K.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in OceanFirst Financial in Q1 2025 and held it in 5 quarters.
  • Universal-Beteiligungs- und Servicegesellschaft's OceanFirst Financial position peaked at $315K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.